Participating in Workflows

Workflows typically include steps that require a person to perform an activity on a page or asset. The workflow selects a user or group to perform the activity and assigns a work item to that person or group. The user receives notification and can then take the appropriate action:

Delegating a Participant Step - Page Editor

The dialog will open. Specify the User from the drop down selector (this can also be a group) and add a Comment if required.

Use OK to complete the step (or the Cancel to abort the action).

Delegating a Participant Step - Timeline

You can also use timeline to delegate and/or assign a step:

Select the required page and open Timeline (or open Timeline and select the page).

Click/tap on the alert banner to show available actions. Select Change Assignee:

Specify a new assignee:

Select Assign to confirm the action.

Performing Step Back on a Participant Step

If you discover that a step, or series of steps, needs to be repeated you can step back. This allows you to select a step, that occurred earlier in the workflow, for reprocessing. The workflow returns to the step you specify, then proceeds from there.

On this action you can indicate:

Previous Step: the step to be returned to; you can select from a list provided

Select the workflow item you want to take action on (tap/click on the thumbnail).

Select View Payload from the toolbar to open the dialog.

As a workflow package is simply a collection of pointers to paths within the repository, you can add/remove/modify the entries here to adjust what is referenced by the workflow package. Use the Resource Definition component to add new entries.